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Flaherty & Crumrine Total Return Fund (FLC) Institutional Ownership

Flaherty & Crumrine Total Return Fund logo
$17.77 +0.14 (+0.79%)
As of 03:31 PM Eastern
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Institutional Ownership Changes (13F Filings) for Flaherty & Crumrine Total Return Fund (NYSE:FLC)

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$22.26M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$2.76M
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FLC Institutional Buying and Selling by Quarter

Flaherty & Crumrine Total Return Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.17,196$292K0.0%+3.8%0.000%
8/15/2025 Bank of America Corp DE278,475$4.73M0.0%-7.4%0.000%
8/15/2025 AQR Arbitrage LLC75,697$1.29M0.0%-12.8%0.000%
8/14/2025 Raymond James Financial Inc.17,729$301K0.0%-8.2%0.000%
8/13/2025 Baird Financial Group Inc.41,340$703K0.0%+105.6%0.000%
8/13/2025 Invesco Ltd.145,617$2.48M0.0%+2.4%0.000%
8/12/2025 Advisors Asset Management Inc.183,370$3.12M0.1%+81.4%0.000%
8/8/2025 Cetera Investment Advisers11,701$199K0.0%N/A0.000%
8/8/2025 PNC Financial Services Group Inc.10,600$180K0.0%N/A0.000%
8/5/2025 Ceera Investments LLC23,170$394K0.1%N/A0.000%
8/4/2025 Kovack Advisors Inc.21,183$360K0.0%N/A0.000%
8/4/2025 Wolverine Asset Management LLC4,193$71K0.0%+185.4%0.000%
8/1/2025 Envestnet Asset Management Inc.23,728$403K0.0%+5.1%0.000%
7/11/2025 Mallini Complete Financial Planning LLC18,073$307K0.3%+5.2%0.000%
7/8/2025 Strategic Advocates LLC54,688$930K0.3%+9.9%0.000%
5/19/2025Smith Asset Management Co. LLC139,384$2.34M2.2%N/A0.000%
5/16/2025AQR Arbitrage LLC86,843$1.46M0.0%-15.8%0.000%
5/16/2025Advisors Asset Management Inc.101,093$1.70M0.0%N/A0.000%
5/15/2025Royal Bank of Canada13,193$221K0.0%-14.8%0.000%
5/15/2025Baird Financial Group Inc.20,108$337K0.0%N/A0.000%
5/13/2025Kovitz Investment Group Partners LLC51,732$868K0.0%-2.3%0.000%
5/13/2025Sit Investment Associates Inc.536,508$9.00M0.2%-4.1%0.000%
5/13/2025HighTower Advisors LLC16,817$282K0.0%-13.4%0.000%
5/12/2025Invesco Ltd.142,231$2.39M0.0%-1.1%0.000%
5/12/2025Wolverine Asset Management LLC1,469$25K0.0%N/A0.000%
5/9/2025Pathway Financial Advisers LLC16,954$284K0.1%-22.8%0.000%
5/8/2025Strategic Advocates LLC49,778$835K0.3%N/A0.000%
4/29/2025Envestnet Asset Management Inc.22,586$379K0.0%N/A0.000%
4/24/2025Mallini Complete Financial Planning LLC17,185$288K0.3%-4.9%0.000%
4/24/2025Matisse Capital76,304$1.28M0.7%-19.9%0.000%
4/15/2025Noble Wealth Management PBC161,245$2.71M1.8%+9.1%0.000%
4/10/2025Hennion & Walsh Asset Management Inc.33,500$562K0.0%+101.4%0.000%
2/17/2025Bank of America Corp DE311,606$5.20M0.0%-2.2%0.000%
2/14/2025AQR Arbitrage LLC103,093$1.72M0.0%-21.1%0.000%
2/14/2025Kovitz Investment Group Partners LLC52,968$885K0.0%-6.5%0.000%
2/13/2025NewEdge Advisors LLC10,830$181K0.0%-7.6%0.000%
2/13/2025Guggenheim Capital LLC32,625$545K0.0%+67.9%0.000%
2/13/2025Raymond James Financial Inc.19,937$333K0.0%N/A0.000%
2/13/2025Invesco Ltd.143,839$2.40M0.0%+4.0%0.000%
2/13/2025Wedbush Securities Inc.10,000$167K0.0%N/A0.000%
2/13/2025Sit Investment Associates Inc.559,576$9.35M0.2%+123.8%0.000%
2/11/2025LPL Financial LLC131,427$2.20M0.0%-4.3%0.000%
2/7/2025HighTower Advisors LLC19,424$324K0.0%-7.7%0.000%
2/7/2025Independent Advisor Alliance83,202$1.39M0.0%N/A0.000%
2/7/2025Sowell Financial Services LLC208,369$3.48M0.2%+5.9%0.000%
2/6/2025Raymond James Financial Inc.19,937$333K0.0%N/A0.000%
2/5/2025Noble Wealth Management PBC147,767$2.47M1.7%N/A0.000%
1/29/2025MeadowBrook Investment Advisors LLC2,720$45K0.0%+67.9%0.000%
1/28/2025Seamount Financial Group Inc.20,790$347K0.2%-8.3%0.000%
1/15/2025Hennion & Walsh Asset Management Inc.16,634$278K0.0%N/A0.000%
11/15/2024Kovitz Investment Group Partners LLC56,655$980K0.0%N/A0.000%
11/15/2024HighTower Advisors LLC21,042$363K0.0%+36.0%0.000%
11/7/2024Pathstone Holdings LLC88,513$1.53M0.0%+153.9%0.000%
10/30/2024Catalina Capital Group LLC10,277$178K0.1%N/A0.000%
10/25/2024Pathway Financial Advisers LLC22,447$388K0.0%-16.1%0.000%
10/24/2024Pathway Financial Advisers LLC22,447$388K0.0%-16.1%0.000%
10/4/2024MRA Advisory Group10,234$177K0.1%N/A0.000%
8/16/2024Northwestern Mutual Wealth Management Co.10,636$165K0.0%+11.5%0.000%
8/2/2024Wolverine Asset Management LLC76,929$1.20M0.0%-26.8%0.000%
7/30/2024Matisse Capital95,300$1.48M0.7%+23.0%0.000%
5/29/2024Pathway Financial Advisers LLC26,815$415K0.1%N/A0.000%
5/9/2024Koshinski Asset Management Inc.12,560$194K0.0%-50.0%0.000%
5/6/2024ORG Partners LLC2,405$37K0.1%N/A0.000%
5/1/2024Matisse Capital77,505$1.20M0.6%+87.7%0.000%
2/12/2024Relative Value Partners Group LLC60,839$885K0.1%N/A0.000%
2/8/2024Matisse Capital41,286$601K0.3%N/A0.000%
2/6/2024MeadowBrook Investment Advisors LLC2,140$31K0.0%N/A0.000%
2/1/2024Wolverine Asset Management LLC93,269$1.36M0.0%-1.4%0.000%
1/29/2024Koshinski Asset Management Inc.25,120$365K0.1%+100.0%0.000%
1/24/2024Sowell Financial Services LLC199,078$2.90M0.2%-5.7%0.000%
11/14/2023AQR Arbitrage LLC68,465$937K0.0%+364.3%0.000%
11/14/2023Saba Capital Management L.P.44,933$615K0.0%N/A0.000%
11/13/2023Wolverine Asset Management LLC94,613$1.30M0.0%+211.1%0.000%
11/8/2023HighTower Advisors LLC24,313$319K0.0%+63.7%0.000%
10/16/2023Capital Investment Advisors LLC11,835$162K0.0%N/A0.000%
8/7/2023Wolverine Asset Management LLC30,417$437K0.0%+39.1%0.000%
7/31/2023LPL Financial LLC116,869$1.68M0.0%+10.9%0.000%
7/28/2023Koshinski Asset Management Inc.12,560$180K0.0%-50.0%0.000%
5/12/2023Navis Wealth Advisors LLC12,732$187K0.2%-7.8%0.000%
5/10/2023Cascade Investment Advisors Inc.2,700$40K0.0%N/A0.000%
5/9/2023Wedbush Securities Inc.14,100$207K0.0%-6.0%0.000%
5/8/2023Wolverine Asset Management LLC21,865$321K0.0%-41.2%0.000%
5/1/2023CWM LLC3,293$48K0.0%+39.1%0.000%
4/28/2023Ameritas Advisory Services LLC6,972$103K0.0%-39.2%0.000%
2/10/2023Ameritas Advisory Services LLC11,474$181K0.0%+6.3%0.000%
2/9/2023Sowell Financial Services LLC216,975$3.43M0.2%-6.7%0.000%
2/9/2023Ceera Investments LLC14,080$222K0.1%-23.5%0.000%
2/7/2023LPL Financial LLC102,182$1.61M0.0%+3.7%0.000%
2/1/2023Wolverine Asset Management LLC37,173$587K0.0%N/A0.000%
2/1/2023CWM LLC2,368$37K0.0%+105.7%0.000%
1/31/2023Geneos Wealth Management Inc.1,615$26K0.0%-49.4%0.000%
11/15/2022Logan Stone Capital LLC13,744$215K0.1%N/A0.000%
11/2/2022Rockefeller Capital Management L.P.8,507$132K0.0%+87.8%0.000%
10/27/2022Navis Wealth Advisors LLC13,715$214K0.3%N/A0.000%
8/11/2022Cetera Advisor Networks LLC14,319$257K0.0%-4.1%0.000%
8/4/2022Steward Partners Investment Advisory LLC26,410$474K0.0%-40.9%0.000%
7/29/2022Walker Asset Management LLC208,288$3.91M0.3%N/A0.000%
7/25/2022Walker Asset Management LLC208,288$3.91M0.0%N/A0.000%
7/22/2022Geneos Wealth Management Inc.22,262$398K0.0%-3.8%0.000%
7/21/2022Wedbush Securities Inc.15,000$269K0.0%+19.5%0.000%
(Data available from 1/1/2016 forward)

FLC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FLC shares?

During the previous two years, 41 institutional investors and hedge funds held shares of Flaherty & Crumrine Total Return Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($9.00M), Bank of America Corp DE ($4.73M), Sowell Financial Services LLC ($3.48M), Advisors Asset Management Inc. ($3.12M), Noble Wealth Management PBC ($2.71M), Invesco Ltd. ($2.48M), and Smith Asset Management Co. LLC ($2.34M).Learn more on Flaherty & Crumrine Total Return Fund's institutional investors.

Which institutional investors have been buying Flaherty & Crumrine Total Return Fund's stock?

Of the 36 institutional investors that purchased Flaherty & Crumrine Total Return Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sit Investment Associates Inc. ($309.59K), Advisors Asset Management Inc. ($183.37K), Noble Wealth Management PBC ($161.25K), Smith Asset Management Co. LLC ($139.38K), Matisse Capital ($95.30K), Independent Advisor Alliance ($83.20K), and Wolverine Asset Management LLC ($68.39K).

How much institutional buying is happening at Flaherty & Crumrine Total Return Fund?

Institutional investors have bought a total of 1,323,472 shares in the last 24 months. This purchase volume represents approximately $22.26M in transactions.

Which of Flaherty & Crumrine Total Return Fund's major shareholders have been selling company stock?

Of the 14 institutional investors that sold Flaherty & Crumrine Total Return Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: AQR Arbitrage LLC ($55.02K), Bank of America Corp DE ($29.09K), Sit Investment Associates Inc. ($23.07K), Matisse Capital ($19.00K), Pathway Financial Advisers LLC ($13.65K), LPL Financial LLC ($5.93K), and Kovitz Investment Group Partners LLC ($4.92K).

How much institutional selling is happening at Flaherty & Crumrine Total Return Fund?

Institutional investors have sold a total of 164,031 shares in the last 24 months. This volume of shares sold represents approximately $2.76M in transactions.


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This page (NYSE:FLC) was last updated on 9/16/2025 by MarketBeat.com Staff
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